U.S. Freight Carloads Weekly – November 5, 2010
U.S. railroads originated 292,884 carloads, up 6.3% compared with the same week in 2009, but down 7.7% compared with 5-year average. Week over week change was -3.3%…
Archive for the ‘Commodities’ Category
U.S. Petroleum Weekly – November 4, 2010
(For The Week Ending October 29, 2010) QE 2 !!! Chart 1. Crude Oil Futures Chart 2. Crude Oil Futures Curve Chart 3. Weekly Change in U.S. Crude Oil and Distillates Stocks Chart 4. Crude Oil, Gasoline and Distillate Fuel Implied Demand Chart 5. Crude Oil Implied Demand Seasonality Chart 6. U.S. Total Crude Oil, […]
U.S. Natural Gas Weekly – November 4, 2010
(For The Week Ending October 29, 2010) Working gas in storage rose 67 Bcf from previous week. Consensus was at 64 Bcf. Colder weather has arrived and this has always been positive for natural gas price. Chart 1. Natural Gas Futures Chart 2. Working Gas in Underground Storage Compared with 5 Year Average Chart 3. Natural Gas Futures […]
Dry Bulk Weekly – November 2, 2010
(For The Week Ending October 29, 2010) Baltic dry index fell 1.8% last week; Capesize Index was down 2.5%; Panamax Index rose 8.6%; Supramax Index was down 2.3%; Handysize Index was down 5.6%. Chinese demand strong, supply of available ships is enough to keep prices at current level. Chart 1. Baltic Dry Indexes Relative Performance Chart 2. […]
Rig Count Weekly – November 1, 2010
(For The Week Ending October 29, 2010) Number of crude oil drilling rigs rose for 1; Number of natural gas drilling rigs rose for 3. Chart 1. Baker Hughes U.S. Rig Count Change Chart 2. Baker Hughes Weekly U.S. Rig Count Chart 3. Baker Hughes Monthly World Rig Count
Tanker Weekly – October 31, 2010
(For The Week Ending October 29, 2010) Baltic Dirty Tanker Index rose 3.3%; Baltic Clean Tanker Index fell 1.7%. Chart 1. Baltic Tanker Indexes Relative Performance Chart 2. Baltic Tanker Indexes
U.S. Freight Carloads Weekly – October 29, 2010
(For The Week Ending October 23, 2010) U.S. railroads originated 302,855 carloads, up 9.6% compared with the same week in 2009, but down 5.4% compared with 5-year average. Week over week change was -0.3%. Chart 1. Association of American Railroads U.S. Freight Carloads
U.S. Natural Gas Weekly – October 28, 2010
(For The Week Ending October 22, 2010) Working gas in storage rose 71 Bcf from previous week. Consensus was at 73 Bcf. Storage just keeps on rising futures more and more oversold. Long. Chart 1. Natural Gas Futures Chart 2. Working Gas in Underground Storage Compared with 5 Year Average Chart 3. Natural Gas Futures Curve
U.S. Petroleum Weekly – October 28, 2010
(For The Week Ending October 22, 2010) Crude oil stocks rose 5.0 million barrels; Gasoline stocks were down 4.4 million barrels; Distillate stocks were down 1.6 million barrels; Propane/propylene stocks rose 0.7 million barrels; Other oils stocks rose 0.5 million barrels; Total crude oil and petroleum stocks were 0.6 million barrels higher than the week […]
Rig Count Weekly – October 25, 2010
(For The Week Ending October 22, 2010) Number of crude oil drilling rigs remained unchanged; Number of natural gas drilling rigs fell for 1. Chart 1. Baker Hughes U.S. Rig Count Change Chart 2. Baker Hughes Weekly U.S. Rig Count Chart 3. Baker Hughes Monthly World Rig Count
Dry Bulk Weekly – October 25, 2010
Baltic dry index fell 1.3% last week; Capesize Index was up 0.6%; Panamax Index fell 1.6%; Supramax Index was down 3.6%; Handysize Index was down 4.4%. Not much happening here. Chart 1. Baltic Dry Indexes Relative Performance Chart 2. Baltic Dry Index Chart 3. Baltic Dry Index Components Chart 4. Iron Ore Inventory At Chinese […]
Tanker Weekly – October 25, 2010
(For The Week Ending October 22, 2010) Baltic Dirty Tanker Index rose 1.0%; Baltic Clean Tanker Index rose 2.9%. I can repeat last week’s comment: “Even though the strike in France keeps vessels employed (at anchor) – the market is still oversupplied. Rates are bellow operating costs.” Bloomberg story: Supertankers Face Two-Year Losing Streak as […]
U.S. Freight Carloads Weekly – October 22, 2010
(For The Week Ending October 15, 2010) U.S. railroads originated 303,664 carloads, up 10.2% compared with the same week in 2009, but down 4.6% compared with 5-year average. Week over week change was +2.2%. Chart 1. Association of American Railroads U.S. Freight Carloads
U.S. Natural Gas Weekly – October 21, 2010
(For The Week Ending October 15, 2010) Working gas in storage rose 93 Bcf from previous week. Consensus was at 88 Bcf. Storage just keeps on rising futures more and more oversold. It has to end at some time… Chart 1. Natural Gas Futures Chart 2. Working Gas in Underground Storage Compared with 5 Year Average […]
U.S. Petroleum Weekly – October 21, 2010
(For The Week Ending October 15, 2010) Crude oil stocks rose 0.7 million barrels; Gasoline stocks were up 1.2 million barrels; Distillate stocks were down 2.2 million barrels; Propane/propylene stocks fell 0.7 million barrels; Other oils stocks fell 0.9 million barrels; Total crude oil and petroleum stocks were 2.0 million barrels lower than the week […]